Forms Overview

We have 2 types of forms in Eventfinity - Survey & Polling type forms and Registration forms. The difference between these is described below.

Survey & Polling forms

This can be found under the Content section and includes attendee surveys, live polls, and lead retrieval forms. An attendee must be logged in to Eventfinity to access these forms. Usually this is through an event portal website, or Eventfinity container app. You may attach a form to a banner, button, side navigation item, main stage, or to an agenda item by selecting the Forms plugin and selecting the form you'd like to link.

There are 3 different submission types to choose from for regular forms, depending on the desired access you'd like to give attendees to the form:

• Single Submit: only allows a user to submit once. If they come back to the form, it'll show the "Form Submitted" message, which you can populate on the settings tab of your form edit screen. 
• Multiple Submit: allows a user to submit multiple times, each time creating a new row in the report
• Editable: each time the attendee goes back to the form, they will see any previously entered information and can continue to edit and save.

Registration forms

Registration forms are used to either create new attendees in an event (open registration forms - no login required), or to update existing attendees' profile information (requires login). The latter can be configured to be done by either the attendee themselves by providing them a login to edit their profile, or by an org admin or client responsible for editing/updating/registering attendees on their behalf. 

• Standard registration
• Org Admin (Registration Management Portal)
• Linked Attendee Management